A detailed history of Goodwin Investment Advisory transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Goodwin Investment Advisory holds 54,091 shares of VBR stock, worth $11.2 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
54,091
Previous 51,962 4.1%
Holding current value
$11.2 Million
Previous $9.48 Million 14.51%
% of portfolio
4.7%
Previous 2.61%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$179.99 - $201.6 $383,198 - $429,206
2,129 Added 4.1%
54,091 $10.9 Million
Q2 2024

Aug 01, 2024

SELL
$177.65 - $191.11 $750,748 - $807,630
-4,226 Reduced 7.52%
51,962 $9.48 Million
Q1 2024

May 06, 2024

BUY
$172.45 - $191.88 $495,621 - $551,463
2,874 Added 5.39%
56,188 $10.8 Million
Q4 2023

Jan 31, 2024

BUY
$149.18 - $181.94 $2.06 Million - $2.51 Million
13,815 Added 34.98%
53,314 $9.59 Million
Q3 2023

Nov 07, 2023

BUY
$157.33 - $174.39 $118,941 - $131,838
756 Added 1.95%
39,499 $6.3 Million
Q2 2023

Aug 10, 2023

BUY
$150.74 - $165.4 $2.59 Million - $2.85 Million
17,206 Added 79.89%
38,743 $6.41 Million
Q1 2023

May 15, 2023

SELL
$150.22 - $177.69 $213,011 - $251,964
-1,418 Reduced 6.18%
21,537 $3.42 Million
Q4 2022

Feb 14, 2023

BUY
$147.25 - $169.54 $3.38 Million - $3.89 Million
22,955 New
22,955 $3.65 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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